Xtraction Server Requirements

Recommended Hardware

RAM: 2GBHard Drive: Xtraction has a very small footprint (150MB). Therefore, 20GB-32GB drive size should be ample.CPU: There is not a high demand on the CPUs of the Xtraction server. Fortunately, with a virtual machine, you should be able to allocate more or less resources to the virtual machine based on the performance you observe.

NOTE: The Xtraction install process needs to run using an Administrator privilege account that has administrative rights on the Xtraction server. This access is only required for installation.

Xtraction Database Setup

Extract the "DB v13.1.sql" file from xtractiondatabase.zip

Run the "DB v13.1.sql" file on the Xtraction database to create the structure and populate the database

Installing Xtraction

Run the installation program, Xtraction.msi, to being the Xtraction install.

Click NEXT on the Welcome Screen

Accept the License Agreement and click NEXT

Choose the Xtraction install directory and click NEXT

Click INSTALL to begin the Xtraction install

Configuring Xtraction

The Xtraction configuration tool will run after the completion of the installer. If the configuration tool is cancelled, Xtraction will not work until configuration is run again and successfully completed. To rerun the configuration, run Tools\XtractionInstaller.exe located in the Xtraction installation folder.

Ensure that 'Setup a new installation' is selected and click NEXT

Select the appropriate Data Model and click INSTALL

You will receive a pop-up message indicating that the Data Model has been installed. Click OK.

The next screen will required the Xtraction license files - one for Xtraction and the other for the data model editor. Locate the license files using the "..." buttons and then click INSTALL.

Click FINISH to complete the Xtraction install and proceed with the Settings Editor

Settings Editor

Database Settings

To configure the connection settings to the Xtraction database created prior to installation, click on the "..." button in the Xtraction Database section. Fill in the following fields:

Server - The name of the database server where the Xtraction database resides. If a non-standard port is used, place a comma (",") after the server name, followed by the port number.Database - The name of the Xtraction database created as part of the pre-installation steps.User ID - The User ID that Xtraction should use when connecting to this database. This field is not required if Integrated Security is being used.Password - The password (displayed as a series of asterisks) for the User ID specified above. This field is not required if Integrated Security is being used.Integrated Security - If the account used by Xtraction to access the Xtraction database is a Windows account instead of a SQL Server account, select Integrated Security, and leave User ID and Password fields blank.Additional - Any additional parameters necessary for connecting to the database (usually blank)

After you have entered the database details, use the "Test" button to attempt a database connection to make sure the details provided are correct.

Logon Settings

Application Logon Type - Select one of the two available options:Windows - The Xtraction user accounts are tied to the corresponding Windows user accounts. User passwords are not maintained within Xtraction. Xtraction verifies the user's identity via IIS.Local - The Xtraction user accounts are created and maintained within Xtraction. All account information, including passwords, are maintained in Xtraction.Automatically Create Users - If this option is checked, then Xtraction will automatically create an account for any user who visits Xtraction for the first time.NOTE: This option is only available if the Windows option is selected for the Application Logon TypeDefault Roles - When the "Automatically Create Users" option is checked, any users created will get the roles selected here by default.Default Features - When the "Automatically Create Users" option is checked, any users created will get the designer features selected here by default.

Time Zone Settings

Xtraction adjusts date/time values to the appropriate time zone. This default time zone setting in the configuration settings will be the default time zone applied to all users unless their accounts have been individually updated to reflect a different time zone. Xtraction automatically adjusts for daylight savings if the selected time zone observes Daylight Savings.

Email Settings

If you want the Xtraction task scheduler to send emails, configure email settings from the Email tab.

Server - The name of the email serverPort - The port to use when sending email to the email serverUsername - The username to use to connect to the email serverPassword - The password to use to connect to the email serverSender - The sender to use when sending email from Xtraction. This must be a valid email addressUse SSL - Whether the connection to the email server needs to be made via SSLTest Email - To test the settings provided, enter an email address in the Test Email section and then click the "Test Email" button

Data Model Settings

Before running Xtraction, you need to setup the data model selected earlier. In the "Tools" folder (i.e. C:\Program Files (x86)\Xtraction Software\Xtraction\Tools), run "DataModelEditor.exe".

Select FILE->OPEN and select the Data Model File (DataModel.Dat). By default this is located in the C:\Program Files (x86)\Xtraction Software\Xtraction\Data\Configuration directory.

Connection Settings

For each data source in your data model, a connection string must be provided so that Xtraction can connect to that data source. Open the connection string editor via Tools > Connection String Editor.

This dialog will display all of the data sources within your data model. To edit a connection string, click the appropriate "Connection" item and then click the "..." button. If your data model contains data sources that connect to the same physical database, after you have setup the first connection string you can copy them by checking the appropriate items, right clicking on the connection to copy and select "Copy to selected" from the context menu.

Target Application URLs

Within Xtraction, when displaying lists of records, you can double-click on a record and launch the associated application's website to display that record in the native application. To update the URLs within the data model, select the Tools > URL Editor menu.

By default the [WEBSERVER] placeholder will be included with the URLs and will need to updated. Use the ?URL Find and Replace? dialog to replace the [WEBSERVER] placeholder with the correct address.

Post Installation Steps

Confirm IIS Settings

Below is a checklist of IIS settings that should be confirmed before running Xtraction for the first time:

These settings only apply if Xtraction is installed on a Windows 2003 server:

Confirm that ASP.NET v4.0.30319 exists under Web Service Extensions and is set to Allowed

If it does not exist, try running the following command to register ASP.NET

Windows - "Enable anonymous acces" should be disabled and "Integrated Windows authentication" should be enabled

Local - "Enable anonymous access" should be enabled and "Integrated Windows authentication" should be disabled

These settings only apply if Xtraction is installed on a Windows 2008 server:

Confirm Authentication settings for the web site based on the Application Login Type selected during configuration

Basic Settings: Xtraction should run within its own Application Pool. The "Xtraction" application pool should be created during the installation.

Authentication

Windows - "Anonymous Access" should be disabled, "Forms Authentication" should be disabled and "Windows Authentication" should be enabled

Local - "Anonymous Access" should be enabled, "Forms Authentication" should be enabled and "Windows Authentication" should be disabled

Integrated Security Connecting to Xtraction Database

NOTE: This is only required if any of the database connections use Integrated Security

Windows Server 2003

In IIS, locate the "Xtraction" application pool

Right click -> Properties

On the Identity tab, setup the user account used to access the database. The user account needs to be part of the IIS_WPG group and also be included in the "Log on as a service" security policy.

Windows Server 2008

In IIS, locate the "Xtraction" application pool

Open "Advanced Settings"

Change the "Identity" setting to the user account used to access the database.

Xtraction will now execute as the user account specified. This account will need the correct permission to the file system in order to read the Xtraction web files (C:\Program Files\Xtraction Software\Xtraction\Web\Server by default).

Task Scheduler Installation

The Xtraction task scheduler is a Windows Service used to run scheduled exports of Documents and Custom Reports.